Table of Contents
1.0 Introduction 13
- 1.1 General 13
- 1.2 Goal 13
- 1.3 Industry Today 13
- 1.4 From Vertical to Horizontal Structure 15
- 1.5 Value Chain 16
- 1.6 Strategies 16
- 1.7 Research Methodology 17
- 1.8 Report Structure 17
2.0 Industry Trends 20
- 2.1 General 20
- 2.2 Technological Trends 20
- 2.2.1 10 Gb/s Transponders 20
- 2.2.1.1 Smart Transponder 21
- 2.2.1.2 Beyond 10 Gb/s Transmission 21
- 2.2.2 Standardization Efforts-Multi-source Agreements 21
- 2.2.2.1 XFP 22
- 2.2.2.2 Advanced Telecom Computing Architecture 23
- 2.2.2.3 Intelligent Physical Layer 23
- 2.2.3 MOEMS 24
- 2.2.4 Passive Optical Networks 24
- 2.2.5 Tunable Lasers 25
- 2.2.6 Raman Amplification 26
- 2.3 New Telecom Pattern 26
3.0 Optimistic Note 28
4.0 Optical Telecom Value Chain and its Characteristics 30
- 4.1 What A Company Needs to Answer 30
- 4.2 Model: Optical Telecom Industry Value Chain 30
- 4.2.1 Features 31
- 4.2.2 Forces 32
- 4.2.3 Example 33
- 4.3 Optical Telecom Value Chain and Major Development Trends 33
- 4.3.1 What to Expect 34
- 4.3.2 Slow Recovery 35
5.0 Optical Telecom Value Chain: Optical Materials 38
- 5.1 Materials and Components 38
- 5.1.1 Sources 38
- 5.1.2 Receivers 38
- 5.1.3 Fiber 38
- 5.1.4 Optical Signal Manipulators 38
- 5.2 Non-Linear Materials 39
- 5.3 Materials for PLC 41
- 5.4 Industry 43
- 5.5 Summary 45
6.0 Optical Telecom Value Chain: Components 46
- 6.1 General 46
- 6.2 Macro Developments 46
- 6.2.1 Private Market for Optical Components 47
- 6.2.2 Winners and Losers 48
- 6.2.3 Investment Niches 48
- 6.3 Major Groups 49
- 6.4 Suppliers 50
- JDSU 50
- Agilent 52
- Bookham 54
- 6.5 Technology Variants 56
- 6.6 Market and Profitability 57
- 6.7 Where Money Are 59
- 6.8 Summary 60
7.0 Optical Telecom Value Chain: Modules 62
- 7.1 General 62
- 7.2 Modularity at the System Level 62
- 7.3 Evolution 63
- 7.4 Attractive Roads 65
- 7.4.1 Optical Transceivers and Transponders 65
- 7.4.2 Tunable Lasers 66
- 7.5 Major Suppliers 68
- 7.6 Summary 68
8.0 Optical Telecom Value Chain: Subsystems 70
- 8.1 General 70
- 8.2 Types 70
- 8.3 Globalization 71
- 8.4 Standardization 71
- 8.5 Markets 72
- 8.5.1 General 72
- 8.5.2 SONET/SDH 72
- 8.5.3 DWDM 73
- 8.5.4 CWDM 74
- 8.5.5 PON 74
- 8.6 Suppliers 76
- Alcatel 76
- Nortel 77
- Lucent 77
- Cisco 77
- 8.7 Subsystem Cost 78
- 8.8 Margins 80
- 8.9 Summary 80
9.0 Optical Telecom Value Chain: System Layer 81
- 9.1 General 81
- 9.2 Structure 81
- 9.3 Core Networks 82
- 9.3.1 Types 82
- 9.3.2 Recent History 84
- 9.3.3 Efficiency 84
- 9.3.4 New Wave 85
- 9.3.5 Examples 85
- 360networks 86
- AboveNet 86
- AT&T 87
- Bharti Infotel 87
- Cegetel 88
- China Telecom 89
- Energis 89
- FLAG Telecom 90
- Global Crossing 91
- IP1 (Acquired by Telstra) 91
- MCI 91
- Sea-Me-We 4 92
- Telefonica 93
- Tiscali 93
- TGN (Acquired by Videsh Sanchar Nigam Limited) 94
- T-Systems 94
- Verizon 95
- Vodafone 95
- 9.3.6 Results 96
- 9.4 Metropolitan Area Networks 96
- 9.4.1 Definition 96
- 9.4.2 Specifics 96
- 9.4.3 New Requirements 97
- 9.4.4 Wireless MAN 99
- 9.4.5 Metro Ethernet -- Major Trend 100
- 9.4.6 Providers and Revenue 100
- 9.5 Passive Optical Networks 101
- 9.5.1 Rational 101
- 9.5.2 Evolving 102
- 9.5.3 The PON Proposition 102
- 9.5.4 PON Classification 103
- 9.5.5 PON Services 104
- 9.5.5.1 Voice 104
- 9.5.5.2 Data 105
- 9.5.5.3 Video 105
- 9.5.5.4 Set 106
- 9.5.6 Providers Revenue 106
- 9.5.7 Declining Profitability 111
- 9.5.8 Summary 112
10.0 Characteristics -- Layers comparison 113
- 10.1 Margins 113
- 10.2 Summary 115
11.0 Findings and Conclusions 116
- 11.1 General 116
- 11.1.1 Areas to Improve 116
- 11.2 Current Status 117
- 11.3 Unprofitable 118
- 11.4 Suggestions 118
12.0 Appendix 1: Vendors Information 120
- 12.1 Components and Modules 120
- AC Photonics, Inc. 120
- Active Optical Networks, Inc. 120
- Aegis Semiconductor, Inc. 121
- Agiltron, Inc. 121
- Alliance Fiber Optic Products 121
- ANdevices 122
- AOC Technologies 122
- Auxora, Inc. 123
- Avanex Corporation 123
- CAPELLA PHOTONICS 124
- CORRIGENT 126
- CUBE OPTICS AG 126
- DICON FIBEROPTICS 127
- DuPont Photonics Technologies 127
- FINISAR CORPORATION 129
- GUANGZHOU YONGDA OPTICAL COMM. TECH. DEV 130
- KAISER OPTICAL SYSTEMS, INC 134
- Kamelian 134
- Lambda Optical Systems 135
- LightComm Technology 135
- LIGHTCONNECT, Inc 136
- Lightwaves 2020, Inc. 137
- Lynx Photonic Networks 137
- Mahi Networks 138
- Metconnex 138
- NeoPhotonics 139
- Network Photonics (Not in Operation) 139
- O-Net Communications Ltd 140
- Oplink Communications, Inc. 141
- Optiviva Inc. 141
- OpTun Inc. 142
- Optoplex 142
- SDO Communications Corp. 145
- Shenzhen Hi-Optel Technology Co. Ltd. 146
- Sinclair Manufacturing Company 146
- Silicon Light Machines 146
- SpectraSwitch 147
- Stratos International, Inc. 148
- TeraXion Inc. 149
- TheFibers Inc. 149
- Topfiber Technology 150
- TransOptix 150
- Valdor Fiber Optics 150
- Xerox 151
- 12.2 Subsystems 153
- 12.2.1 DWDM 153
- Alcatel 153
- APA 154
- AOC Technologies 155
- BTI 156
- Broadcom 157
- Ciena 158
- Cisco 160
- Core Optics 161
- Corning 162
- ECI 163
- Hitachi 164
- Huawei 165
- Infinera 168
- Fujitsu 169
- Lambda OpticalSystems 170
- Lucent 172
- LuminentOIC 173
- Lumentis (merged with Transmode) 173
- Marconi 174
- Meriton 177
- Mintera 179
- NEC 180
- Nortel 181
- Siemens 182
- StrataLight 183
- Sycamore 185
- Tellabs 186
- TriQuint Semiconductor 187
- Xtera 188
- ZTE 189
- 12.2.2 OADM 189
- AC Photonics (C) 190
- ADVA (S) 191
- AFOP (C) 192
- Alcatel (S) 193
- Aoctech (M) 194
- Allied Telesyn (M) 196
- Agiltron (M) 197
- Avanex (M) 198
- Canoga Perkins (M) 200
- Chromux (M) 201
- Ciena (S) 202
- Capella Photonics (M) 205
- Cisco (S) 206
- Corvis (Broadwing) (S) 207
- DiCon (C, M ) 208
- Gould (M) 208
- Finisar (M) 210
- Fujitsu (S) 210
- Global Opticom (M) 211
- Infinera 212
- JDSU (M, C) 213
- Lambda Crossing (M) 215
- Lightconnect (C ) 217
- Lynx (C ) 218
- Lucent (S) 219
- Mahi Networks (S) 219
- Marconi (S) 220
- Motorola 221
- Movaz (S) 221
- MRV (M) 222
- NEC (S) 223
- NeoPhotonics (M) 224
- Nortel (S) 225
- O-eLand (C ) 225
- OpTun (C ) 227
- Optoplex (M) 228
- OptoWaves (C, M) 228
- Padtec (M) 229
- Photonic Bridges (S) 230
- PhoXtal (C ) 230
- Primanex (C, M) 232
- RBN (M, S) 233
- Santec (M) 234
- Sumitomi Electric (M) 235
- Tellabs (S) 236
- TeraXion (M) 237
- Tropic Networks (S) 237
- World Wide Packets (M) 239
- Xtellus (M) 240
- Xtera (S) 240
- 12.2.3 CWDM 241
- Alcatel 241
- Alloptic 242
- Adva 244
- Afop 246
- Avanex 247
- Canary 248
- Canoga 249
- Ciena 251
- Cisco 252
- Controlware 253
- Corning Cable Systems 254
- Eblana Photonocs 255
- ECI Telecom 256
- Evertz 257
- Fiberdyne 258
- Fiberlab 259
- Finisar 260
- Foxcom 261
- ghip Systems 262
- Harmonic 264
- Iridian 264
- JDS Uniphase 265
- Lightmaze 267
- LuminentOIC 267
- Lucent 268
- Marconi 270
- Multidyne 271
- Metrobility 272
- MRV 273
- NEC 274
- Neophotonics 275
- Nortel 276
- Optoway 276
- QPC 277
- Riverstone 278
- Siemens 279
- Sorrento (Acquired by Zhone Technology) 280
- Transmode 282
- WDS 284
- T-Networks 284
13.0 Appendix II -- Listing of Acronyms 286
List of figures
- Figure 1: Estimate - PON Equipment Market Sales ($M) 25
- Figure 2: Optical Telecom Industry: Value Chain Model 31
- Figure 3: Example: Optical Value Chain 33
- Figure 4: Product Lifecycle 34
- Figure 5: Amex Telecom Index (2005-Projected) 35
- Figure 6: Non-linear Optics Materials: Market Forecast ($M) 40
- Figure 7: PLC Fabrication 42
- Figure 8: Structure of PLC 42
- Figure 9: Component Layer- Herfindahl Index 58
- Figure 10: Technology: Components and Modules Evolution Process 63
- Figure 11: Market and Projections-Worldwide SONET/SDH Equipment Sale ($B) 72
- Figure 12: Market and Projections -- Worldwide DWDM Sales ($B) 72
- Figure 13: CWDM Market Forecast 73
- Figure 14: OLT Market Estimate ($M) 74
- Figure 15: ONU Market Forecast ($M) 74
- Figure 16: Growth of Bandwidth 78
- Figure 17: Decline in Subsystems Cost 78
- Figure 18: Core Structures (A- 2004; B-2010) 82
- Figure 19: Illustration: MANs 96
- Figure 20: "Universal" MAN 98
- Figure 21: Ethernet MAN Providers Revenue ($B) 100
- Figure 22: PON Structure 102
- Figure 23: Providers Market Potentials (U.S., Estimate --Premises Passed) 106
- Figure 24: Wired Premises Projection (U.S., $000) 107
- Figure 25: U.S. PON Providers Revenue Projection (residential segment, $M) 107
- Figure 26: PON Providers Revenue (U.S., Business, $M) 108
- Figure 27: PON Asian Providers: Revenue Projection ($M) 109
- Figure 28: PON Providers Revenue Estimate: Europe ($M) 110
- Figure 29: Service Providers Decline of Profitability 110
- Figure 30: Value Chain Layers -- Margins 112
- Figure 31: Gross Margins (G) Comparison 113
List of Tables
- Table 1: Changes in Industry Funding 35
- Table 2: Competition 36
- Table 3: NLO Market Structure 41
- Table 4: Major Optical Materials 43
- Table 5: Market Characteristics 50
- Table 6: JDSU - Portfolio and Results 51
- Table 7: Agilent Profitability Characteristics 54
- Table 8: Bookham Profitability Characteristics 55
- Table 9 : Technology Variants 56
- Table 10: Components Business Average Margins (in %); Second row -- Gross Margin, Third row --
Operating Margin 61
- Table 11: Stages of Integration 65
- Table 12: Avanex Profitability 68
- Table 13: Alcatel Profitability 76
- Table 14: Cisco Financials 77
- Table 15: Subsystem Layer Margins (%): Second Row -- Operating Margin, Third Row -- Gross Margin
79
- Table 16: MAN: Key Requirements 98
- Table 17: System Characteristics 159
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